Introduction Managing Date/Time fields in Dynamics CRM has not been easy especially when time zone come into picture and yet it is very critical to the application. Dynamics CRM being a global application was designed to support multiple timezones and the architecture design had a very noble thought behind it – “No matter which timezone… Read More »
Recap: Back in 2013, when Microsoft introduced the concept of “Custom Actions”, we had explained this feature in this blog. With the latest update released for CRM Online versioned 7.1, this feature has further been extended. As a quick recap, Actions in processes are a way to create custom messages in CRM for an entity,… Read More »
As we have integration of Dynamics CRM with other external systems, in that case we need to keep track of changes that were done after last synchronization of data and we integrate only those changes in external system. To achieve this previously we have to add some kind of custom logic like add one date… Read More »
Background: Traditionally, insert and update have always been separate requests in Dynamics CRM. The logic to identify whether a record has to be created or updated was always something the developers had to handle themselves. Once you have identified the action to perform, call the appropriate message. The API enhancements introduced in Dynamics CRM 2015… Read More »
Introduction: For updating an existing record in Dynamics CRM, we have always had the Service.Update message. Pass in the entity object and it would update the corresponding record back in CRM. This message however only allowed you to update regular fields. CRM has always had some special fields like Status, Owner etc that could not… Read More »
Prior to Microsoft Dynamic CRM 2015 Update 1 the only way to identify the records in CRM was the record guid. Now with the introduction of the Alternate Keys in Dynamics CRM 2015 Update 1 we can use alternate keys to uniquely identify a record in CRM in place of the primary key (GUID).… Read More »
Before CRM 2015 SP1 update, an alternative option to debug the Plug-in or Workflow for developers was to use tracing messages which would help to trace the program using custom messages. The developer had to manually throw an exception in order to trace the program. And then when the plug in/workflow is triggered a dialog is… Read More »
You will notice that if you register a plugin on the Create or Update event of an appointment in the Parent Pipeline, the plugins do not fire. When you create an appointment in CRM it is set to the status of “Scheduled” implying an appointment has been scheduled. To trap create and update of Appointment… Read More »